Medicare Open Enrollment – Review Your Plans

Medicare Open Enrollment – Review Your Plans

From Pinnacle Wealth Planning Services, Inc. – Medicare beneficiaries can make new choices and pick plans that work best for them during the annual Medicare Open Enrollment Period. Each year, Medicare plan costs and coverage typically change. In addition, your...
How to Get a First-Time Small Business Loan

How to Get a First-Time Small Business Loan

From Business.org —   If you’re looking for a first-time small-business loan, make a plan and understand your options before you apply. By Ben Gran, Freelance Writer Getting a first-time small-business loan can make a big difference for your company’s growth and...
Are You Ready? When to Begin Collecting Social Security

Are You Ready? When to Begin Collecting Social Security

From the Pinnacle CPA Advisory Group/Thomson-Reuters —   Dear Clients, If your 62nd birthday is in the near future, it’s time to start thinking about your Social Security benefits. Many people consider 65 to be the traditional age for retirement. But for Social...
Tax Proposals Target Corporations, High-Income Earners

Tax Proposals Target Corporations, High-Income Earners

From Pinnacle Wealth Planning Services —   On Saturday, September 25, 2021, the House Budget Committee voted to advance a $3.5 trillion spending package to the House floor for debate. The House Ways and Means Committee and the Joint Committee on Taxation had...
A few words on those Advance Child Tax Credit payments

A few words on those Advance Child Tax Credit payments

From Thomson-Reuters and the Pinnacle CPA Advisory Group — Dear Clients, Have you received payments from the IRS recently and wondered why Uncle Sam is sending you money? In case you haven’t heard, the IRS began sending eligible taxpayers payments in mid-July....